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Quote faster and service better
on a secure insurance platform
Quote faster and service better
on a secure insurance platform
<p id="">Built for lasting growth.</p>

Quote faster and service better
on a secure insurance platform
Quote faster and service better
on a secure insurance platform
<p id="">Built for lasting growth.</p>

Quote faster and service better
on a secure insurance platform
Quote faster and service better
on a secure insurance platform

30,000+ customers in over 95 countries grow their businesses with HoopAI






























From quote to bind
to claim and renewal
<p id="">Unify broker, agent, and policyholder data with pipelines for quoting, underwriting, and service.</p><p id="">Automate submissions, binders, endorsements, and renewal outreach窶杯hen track conversion and loss-ratio impact.</p>
It's Easy
Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.
It's Fast
With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, you’ll accomplish more in less time — without increasing headcount.
It's All-In-One
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done. And with educational resources and an exclusive founder community, you can grow your business and career, all in one place.
Submissions & underwriting
<p id="">Standardize intake, document checks, underwriting tasks, and approvals with SLAs and audit trails.</p>


Forms

Forms

Forms
Convert visitors into leads with forms that work.
Create custom forms in minutes, capture contact info directly into your CRM, and follow up with automation that drives conversions.

Create and capture leads effortlessly.
Build forms without coding, embed them on your site, and route submissions into your CRM automatically. Streamline lead capture while providing a seamless experience for your visitors.

Capture leads instantly
- Build free online forms in seconds with no coding.
- Add forms to your website or use them as standalone pages.
- All submissions route directly into Hoop's CRM for easy nurturing or sales handoff.

Design forms your way
Drag-and-drop editing
Create forms visually with no technical expertise required.
Pre-built templates
Start quickly with proven layouts for registrations, downloads, signups, and more.
Brand alignment
Ensure every form matches your company style and goals.

Automate follow-up

Boost conversions with advanced features

Convert visitors into leads with forms that work.
Create custom forms in minutes, capture contact info directly into your CRM, and follow up with automation that drives conversions.

Create and capture leads effortlessly.
Build forms without coding, embed them on your site, and route submissions into your CRM automatically. Streamline lead capture while providing a seamless experience for your visitors.

Capture leads instantly
- Build free online forms in seconds with no coding.
- Add forms to your website or use them as standalone pages.
- All submissions route directly into Hoop's CRM for easy nurturing or sales handoff.

Design forms your way
Drag-and-drop editing
Create forms visually with no technical expertise required.
Pre-built templates
Start quickly with proven layouts for registrations, downloads, signups, and more.
Brand alignment
Ensure every form matches your company style and goals.

Automate follow-up

Boost conversions with advanced features


Meeting Scheduler

Meeting Scheduler

Meeting Scheduler

Document Software

Document Software

Document Software
Know who opened, what they read, and when to follow up.
Replace bulky attachments with trackable links, see page-by-page engagement, and trigger timely, personalized next steps—directly from your CRM and inbox.

Build a single source of truth for sales content.
Centralize decks, one-pagers, proposals, and battlecards in a governed library. Keep brand messaging consistent, ensure every rep sends the latest version, and insert links from Gmail, Outlook, or the CRM composer in one click.

Engagement you can act on now
Real-time alerts
Get notified the moment a contact views or forwards a doc so you can reach out while interest peaks.
Page analytics
See which slides and sections hold attention to tailor your conversation.
Stakeholder mapping
Discover additional readers as links circulate across the account.

Stay organized at scale
- Folders, filters, and search to find collateral fast.
- Replace files without breaking existing links or analytics.
- Lock brand-critical assets; allow localized variants where appropriate.
- Auto-associate views to contacts, companies, and deals.

Prove what works

Keep sharing secure

Know who opened, what they read, and when to follow up.
Replace bulky attachments with trackable links, see page-by-page engagement, and trigger timely, personalized next steps—directly from your CRM and inbox.

Build a single source of truth for sales content.
Centralize decks, one-pagers, proposals, and battlecards in a governed library. Keep brand messaging consistent, ensure every rep sends the latest version, and insert links from Gmail, Outlook, or the CRM composer in one click.

Engagement you can act on now
Real-time alerts
Get notified the moment a contact views or forwards a doc so you can reach out while interest peaks.
Page analytics
See which slides and sections hold attention to tailor your conversation.
Stakeholder mapping
Discover additional readers as links circulate across the account.

Stay organized at scale
- Folders, filters, and search to find collateral fast.
- Replace files without breaking existing links or analytics.
- Lock brand-critical assets; allow localized variants where appropriate.
- Auto-associate views to contacts, companies, and deals.

Prove what works

Keep sharing secure


Integrated E-Signature

Integrated E-Signature

Integrated E-Signature
Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.

Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.

Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.

Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.

Accelerate time-to-sign

Insights for coaching

Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.

Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.

Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.

Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.

Accelerate time-to-sign

Insights for coaching


AI-Powered Quotes

AI-Powered Quotes

AI-Powered Quotes
Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly
Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation
- Cover letter, pricing table, and files together.
- Clear terms and deliverables improve trust.
- Signature and payment on the same page.

Accelerate with approvals
Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience

Quotes
Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly
Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation
- Cover letter, pricing table, and files together.
- Clear terms and deliverables improve trust.
- Signature and payment on the same page.

Accelerate with approvals
Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience


Deal Pipelines

Deal Pipelines

Deal Pipelines
Track every deal with real-time visibility.
Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.
Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily
Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline
- Build tailored sales pipelines that match your process.
- Set stage approvals and validation steps to keep deals on track.
- Add guided actions so reps follow a proven path to close.
- Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring

Track every deal with real-time visibility.
Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.
Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily
Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline
- Build tailored sales pipelines that match your process.
- Set stage approvals and validation steps to keep deals on track.
- Add guided actions so reps follow a proven path to close.
- Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring

Policy service & portals
<p id="">Keep policyholders and brokers informed with cases, SLAs, and secure portals across email and SMS.</p>


Customer Portal

Customer Portal

Customer Portal
Reduce support calls with a self-service customer portal
Launch customer portals in hours without developer resources. Connect your help desk, ticketing system, and shared inbox so customers can track ticket status, reply to updates, and find answers in your knowledge base.

Give customers visibility and control in one secure portal.
Provide efficient, transparent support by giving customers a single place to view ticket progress, reply to your team, and search your knowledge base. Your team keeps conversations moving through a shared inbox while customers get immediate answers or updates.

Improve transparency and trust
Your customer portal provides real-time visibility into the status of requests. Customers can track ticket progress, reply to your team, and search your knowledge base from one secure client portal, building confidence and loyalty.

Minimize repetitive tasks
- Shift common questions to self-service with linked knowledge base articles.
- Create workflows to handle predictable, repetitive inquiries.
- Manage access by assigning users to specific groups.
- Free your team to focus on complex issues that require expertise.

Build without code

Launch fast and connect your tools

Reduce support calls with a self-service customer portal
Launch customer portals in hours without developer resources. Connect your help desk, ticketing system, and shared inbox so customers can track ticket status, reply to updates, and find answers in your knowledge base.

Give customers visibility and control in one secure portal.
Provide efficient, transparent support by giving customers a single place to view ticket progress, reply to your team, and search your knowledge base. Your team keeps conversations moving through a shared inbox while customers get immediate answers or updates.

Improve transparency and trust
Your customer portal provides real-time visibility into the status of requests. Customers can track ticket progress, reply to your team, and search your knowledge base from one secure client portal, building confidence and loyalty.

Minimize repetitive tasks
- Shift common questions to self-service with linked knowledge base articles.
- Create workflows to handle predictable, repetitive inquiries.
- Manage access by assigning users to specific groups.
- Free your team to focus on complex issues that require expertise.

Build without code

Launch fast and connect your tools


Help Desk and Ticketing

Help Desk and Ticketing

Help Desk and Ticketing
Resolve customer requests faster
Connect your help desk to your CRM to provide personalized, AI-powered support across every channel. Streamline service with automation and integrations so reps work faster and customers get answers sooner.

Scale customer support and satisfaction.
As volume grows across email, chat, and phone, tickets slip and satisfaction drops. Hoop’s help desk centralizes requests in a single source of truth with built-in AI, multi-language support, Jira and Slack integrations, and 360-degree insights that empower reps and inform your marketing and sales teams.

Deliver excellent support at scale
Omnichannel operations without extra headcount
Run sophisticated support with conditional SLAs, intelligent ticket routing, and IVR phone trees to meet customers where they are.
Built on a unified customer platform
Every interaction syncs to Hoop’s customer platform for a complete journey view and comprehensive support analytics.
Developer-friendly extensibility
Use APIs to embed help desk capabilities into your website admin panel and create custom omni-channel solutions.

Improve rep efficiency with AI
Skills-based routing
Automatically assign tickets to the right rep based on expertise to reduce reassignment and speed first response.
Language detection
Detect customer language preferences to route and respond faster for global teams.
Assistive AI
Use reply recommendations, automated ticket summaries, and sentiment analysis so reps resolve more issues in less time.

Provide more helpful, personalized support

Offer seamless, omnichannel support

Resolve customer requests faster
Connect your help desk to your CRM to provide personalized, AI-powered support across every channel. Streamline service with automation and integrations so reps work faster and customers get answers sooner.

Scale customer support and satisfaction.
As volume grows across email, chat, and phone, tickets slip and satisfaction drops. Hoop’s help desk centralizes requests in a single source of truth with built-in AI, multi-language support, Jira and Slack integrations, and 360-degree insights that empower reps and inform your marketing and sales teams.

Deliver excellent support at scale
Omnichannel operations without extra headcount
Run sophisticated support with conditional SLAs, intelligent ticket routing, and IVR phone trees to meet customers where they are.
Built on a unified customer platform
Every interaction syncs to Hoop’s customer platform for a complete journey view and comprehensive support analytics.
Developer-friendly extensibility
Use APIs to embed help desk capabilities into your website admin panel and create custom omni-channel solutions.

Improve rep efficiency with AI
Skills-based routing
Automatically assign tickets to the right rep based on expertise to reduce reassignment and speed first response.
Language detection
Detect customer language preferences to route and respond faster for global teams.
Assistive AI
Use reply recommendations, automated ticket summaries, and sentiment analysis so reps resolve more issues in less time.

Provide more helpful, personalized support

Offer seamless, omnichannel support


SLA Management

SLA Management

SLA Management
Provide transparency for customers and clarity for reps.
Set working hours, automate response and resolution targets, and report on attainment so your team always knows what to prioritize—and your customers always know what to expect.

Set clear expectations with automated SLAs.
Avoid lost tickets and unclear goals. Define response and resolution commitments, add automation to enforce them, and measure performance so you can meet and exceed customer expectations.

Create SLAs based on ticket properties
- Establish “time to first response” and “time to close” for predictable customer experiences.
- Apply different targets by ticket priority, channel, or other properties.
- Give customers visibility into timelines while guiding reps on what’s most urgent.

Triage and prioritize unresolved issues
- Use a visual, real-time indicator to see time remaining before an SLA breach.
- Spot at-risk tickets instantly so reps can act before deadlines are missed.
- Keep queues manageable and prevent burnout by surfacing the next best action.

Improve SLA metrics with automation and reporting

Operationalize in weeks with clear working hours

Provide transparency for customers and clarity for reps.
Set working hours, automate response and resolution targets, and report on attainment so your team always knows what to prioritize—and your customers always know what to expect.

Set clear expectations with automated SLAs.
Avoid lost tickets and unclear goals. Define response and resolution commitments, add automation to enforce them, and measure performance so you can meet and exceed customer expectations.

Create SLAs based on ticket properties
- Establish “time to first response” and “time to close” for predictable customer experiences.
- Apply different targets by ticket priority, channel, or other properties.
- Give customers visibility into timelines while guiding reps on what’s most urgent.

Triage and prioritize unresolved issues
- Use a visual, real-time indicator to see time remaining before an SLA breach.
- Spot at-risk tickets instantly so reps can act before deadlines are missed.
- Keep queues manageable and prevent burnout by surfacing the next best action.

Improve SLA metrics with automation and reporting

Operationalize in weeks with clear working hours


Shared Inbox

Shared Inbox

Shared Inbox
All customer conversations in one place.
Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.
Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions
- Agent presence and typing indicators.
- Internal comments and @mentions.
- Draft sharing and approved snippets.
- Real-time collision detection.

Resolve with context
View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

All customer conversations in one place.
Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.
Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions
- Agent presence and typing indicators.
- Internal comments and @mentions.
- Draft sharing and approved snippets.
- Real-time collision detection.

Resolve with context
View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality


Role-Based Permissions

Role-Based Permissions

Role-Based Permissions
Give the right access to the right people
Protect data while enabling collaboration. Assign roles with precise permissions so users can do their jobs without overexposing sensitive information.

Permissions built for scale
Manage access to objects, fields, and tools by role, team, and user. Apply least-privilege principles across records, assets, and exports.

Fine-grained control
- View/edit/delete by object and scope.
- Field-level read/write protections.
- Export and bulk-edit restrictions.

Operational guardrails
Use approval gates for risky actions and maintain audit logs for accountability. Enforce MFA and session policies for secure access.

Flexible without chaos

Visibility that matches org design

Give the right access to the right people
Protect data while enabling collaboration. Assign roles with precise permissions so users can do their jobs without overexposing sensitive information.

Permissions built for scale
Manage access to objects, fields, and tools by role, team, and user. Apply least-privilege principles across records, assets, and exports.

Fine-grained control
- View/edit/delete by object and scope.
- Field-level read/write protections.
- Export and bulk-edit restrictions.

Operational guardrails
Use approval gates for risky actions and maintain audit logs for accountability. Enforce MFA and session policies for secure access.

Flexible without chaos

Visibility that matches org design


Centralized Audit Log

Centralized Audit Log

Centralized Audit Log
See who changed what—instantly.
Track logins, permission changes, property edits, workflow updates, integrations, and more in a unified audit trail designed for compliance and control.

Audit made actionable.
Filter by user, event, object, or time range to investigate issues, prove compliance, and restore control after misconfigurations.

Unified visibility
- Authentication and session events.
- Role, team, and partition changes.
- Workflow, property, and pipeline edits.
- App installs, scopes, and removals.

Investigate faster
Scoped filtering
Drill into users, teams, or objects to isolate root causes.
Exportable logs
Share evidence with security, legal, or auditors in seconds.
Retention controls
Keep logs aligned with your governance policy.

Protect your environment

Designed for regulated teams

See who changed what—instantly.
Track logins, permission changes, property edits, workflow updates, integrations, and more in a unified audit trail designed for compliance and control.

Audit made actionable.
Filter by user, event, object, or time range to investigate issues, prove compliance, and restore control after misconfigurations.

Unified visibility
- Authentication and session events.
- Role, team, and partition changes.
- Workflow, property, and pipeline edits.
- App installs, scopes, and removals.

Investigate faster
Scoped filtering
Drill into users, teams, or objects to isolate root causes.
Exportable logs
Share evidence with security, legal, or auditors in seconds.
Retention controls
Keep logs aligned with your governance policy.

Protect your environment

Designed for regulated teams

Claims and revenue visibility
<p id="">Track FNOL through resolution, payments, renewals, and cross-sell with unified analytics.</p>


FNOL & Claims

FNOL & Claims

FNOL & Claims
From first notice to resolution—without a new core
Launch claims quickly and improve cycle time. A guided intake captures the facts, triage rules assign work, and approvals keep reserves and payments controlled, all with audit-ready history.

Reframe core components you already have
Ticketing becomes the claim, workflows become triage and SLAs, document templates handle statements and authorizations, and e-sign speeds affidavits—no separate claims system to start.

Intake & triage
- Policy lookup, claimant identity, and loss details with photo/video uploads.
- Fraud indicators and catastrophe codes steer reviews and surge staffing.
- Channel-agnostic capture (web, phone, SMS) with automatic dedupe.

Adjusting & reserves
Work orchestration
Inspections, estimates, medicals, and communications tracked as tasks with due dates and SLA timers.
Reserves
Change requests require approvals with reason codes; full audit history is preserved.

Payments & documents

Reporting & leakage control

From first notice to resolution—without a new core
Launch claims quickly and improve cycle time. A guided intake captures the facts, triage rules assign work, and approvals keep reserves and payments controlled, all with audit-ready history.

Reframe core components you already have
Ticketing becomes the claim, workflows become triage and SLAs, document templates handle statements and authorizations, and e-sign speeds affidavits—no separate claims system to start.

Intake & triage
- Policy lookup, claimant identity, and loss details with photo/video uploads.
- Fraud indicators and catastrophe codes steer reviews and surge staffing.
- Channel-agnostic capture (web, phone, SMS) with automatic dedupe.

Adjusting & reserves
Work orchestration
Inspections, estimates, medicals, and communications tracked as tasks with due dates and SLA timers.
Reserves
Change requests require approvals with reason codes; full audit history is preserved.

Payments & documents

Reporting & leakage control


Payments

Payments

Payments
Get paid faster—right from your CRM.
Generate branded checkout links in seconds. Share via email, quotes, or chat; accept cards, ACH, and wallets; and sync transactions, line items, and receipts to contacts and deals automatically.

Turn intent into revenue.
Add products, set price and cadence, and launch a secure checkout—no code required. Mobile-friendly pages reduce friction and speed conversion from proposal to purchase.

Create & share links
- One-time and subscription billing with proration.
- Attach to quotes and invoices for instant payment.
- Embed on pages or send in emails and chats.

Delight at checkout
Frictionless
Fast, secure pages minimize drop-off.
Flexible methods
Cards, bank transfer, and wallet options where available.
Taxes & totals
Clear summaries build trust before payment.

Sync commerce data

Report & reconcile

Get paid faster—right from your CRM.
Generate branded checkout links in seconds. Share via email, quotes, or chat; accept cards, ACH, and wallets; and sync transactions, line items, and receipts to contacts and deals automatically.

Turn intent into revenue.
Add products, set price and cadence, and launch a secure checkout—no code required. Mobile-friendly pages reduce friction and speed conversion from proposal to purchase.

Create & share links
- One-time and subscription billing with proration.
- Attach to quotes and invoices for instant payment.
- Embed on pages or send in emails and chats.

Delight at checkout
Frictionless
Fast, secure pages minimize drop-off.
Flexible methods
Cards, bank transfer, and wallet options where available.
Taxes & totals
Clear summaries build trust before payment.

Sync commerce data

Report & reconcile


Payment Links

Payment Links

Payment Links
Payment Links
Turn any interaction into a purchase moment by sharing links in emails, pages, forms, or meetings. Buyers pay in a few clicks, and your records update instantly across deals and contacts.

Collect payments anywhere
Use links or QR codes to launch prefilled checkouts that reduce friction and error. Flexible placement meets buyers where they already are.

Create links in seconds
- Choose product, amount, and cadence.
- Generate reusable or one-time links.
- Embed across channels with minimal effort.

Delightful checkout experience
Responsive design, multiple methods, and clear confirmations increase completion and trust for new and repeat customers alike.

Centralize commerce in CRM

Operate at scale

Payment Links
Turn any interaction into a purchase moment by sharing links in emails, pages, forms, or meetings. Buyers pay in a few clicks, and your records update instantly across deals and contacts.

Collect payments anywhere
Use links or QR codes to launch prefilled checkouts that reduce friction and error. Flexible placement meets buyers where they already are.

Create links in seconds
- Choose product, amount, and cadence.
- Generate reusable or one-time links.
- Embed across channels with minimal effort.

Delightful checkout experience
Responsive design, multiple methods, and clear confirmations increase completion and trust for new and repeat customers alike.

Centralize commerce in CRM

Operate at scale


Invoices

Invoices

Invoices
Invoices
Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy
Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections
- Send reminders at set intervals.
- Record partial payments and credits.
- Trigger tasks for overdue balances.

One platform for commerce
Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational controls

Invoices
Generate branded invoices directly from quotes or deals and collect payment on the spot. Finance, sales, and success share the same status, eliminating spreadsheet chases and email threads.

Invoicing made easy
Create digital invoices in a few clicks and deliver them through trusted channels. Buyers see clear line items, taxes, and totals that reduce disputes and delays.

Automate collections
- Send reminders at set intervals.
- Record partial payments and credits.
- Trigger tasks for overdue balances.

One platform for commerce
Keep quoting, invoicing, subscriptions, and payments together so handoffs are automatic and reporting is complete.

Revenue reporting on autopilot

Operational controls


Data Studio

Data Studio

Data Studio

Marketing Analytics

Marketing Analytics

Marketing Analytics
One analytics workspace. Every channel.
Track website performance, campaign impact, and funnel health without stitching tools. Out-of-the-box dashboards and custom reporting help you move from data to decisions quickly.

Measure what matters and connect it to revenue.
Replace siloed spreadsheets with unified dashboards. See which channels drive engaged contacts, which campaigns create pipeline, and where conversion leaks slow growth.

Dashboards and reports
Out-of-the-box views
Start with curated dashboards for traffic, campaigns, ads, email, and forms.
Custom report builder
Combine objects and events to answer advanced questions without SQL.
Campaign analytics
Compare cost, influence, and outcomes across assets tied to a campaign.
Web analytics
Track sessions, sources, pages, and conversion rates with drill-downs.

Attribution and lifecycle
Use multi-touch attribution to tie touchpoints to outcomes and understand how channels assist conversions over time. Layer lifecycle and deal data to see which activities generate qualified pipeline and revenue.

Data sources and integrations

Scale, access, and governance

One analytics workspace. Every channel.
Track website performance, campaign impact, and funnel health without stitching tools. Out-of-the-box dashboards and custom reporting help you move from data to decisions quickly.

Measure what matters and connect it to revenue.
Replace siloed spreadsheets with unified dashboards. See which channels drive engaged contacts, which campaigns create pipeline, and where conversion leaks slow growth.

Dashboards and reports
Out-of-the-box views
Start with curated dashboards for traffic, campaigns, ads, email, and forms.
Custom report builder
Combine objects and events to answer advanced questions without SQL.
Campaign analytics
Compare cost, influence, and outcomes across assets tied to a campaign.
Web analytics
Track sessions, sources, pages, and conversion rates with drill-downs.

Attribution and lifecycle
Use multi-touch attribution to tie touchpoints to outcomes and understand how channels assist conversions over time. Layer lifecycle and deal data to see which activities generate qualified pipeline and revenue.

Data sources and integrations

Scale, access, and governance




Discover how Maryon drives trial conversions by 120% with personalization
Real Estate Company Maryon uses personalized outreach to nurture customers through the trial period. The result? Increased conversions and up to 15 hours saved per week.
120%
Increase in conversion rate

"The net promoter score of HoopAI Enterprise was good. This was by far the company-favorite solution."
Pricing
Choose a plan that matches your needs. Start on Core, grow with Pro, and standardize at Enterprise.

Core
- Core CRM
- Marketing Studio
- Service Desk
- Forms & Chat
- Basic Analytics

Pro
- Everything in Core
- Journeys & Automation
- Advanced Analytics
- Custom Objects
- Quotes

Core
- Core CRM
- Marketing Studio
- Service Desk
- Forms & Chat
- Basic Analytics

Pro
- Everything in Core
- Journeys & Automation
- Advanced Analytics
- Custom Objects
- Quotes

Enterprise
- Everything in Pro
- SSO & Permissions
- Sandbox
- Data Pipelines
- Multi-Brand
For the full breakdown by plan and category, please visit our pricing page.
It's already easy to use. But we’re still here for you.
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24/7 Support

Onboarding

Education






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900+ app integrations
Frequently asked questions
Is the platform compliant?
We support SSO, audit logs, data retention, and regional hosting options. Talk to us about your requirements.
Can agents use it on mobile?
Yes. Capture submissions, notes, and follow-ups from any device.
How do you handle documents?
Store and route policy docs with version history, approvals, and e-signature.
Grow your business better
Get started with the all-in-one platform that’s easy to use and fast to drive results.